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Morgan Stanley shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $71k 447 158.96
2025-06-30 $76k 538 140.86
2025-03-31 $25k 211 116.67
2024-12-31 $13k 100 125.72

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
TransDigm Group Incorporated (TDG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for CBIZ Investment Advisory Services

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
UBS Group
Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley